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Overview

Evolution of the Firm (PDF)

A Partner for Growth - for Life

BSW Wealth Partners is a Boulder, Colorado-based, independent wealth advisor that provides financial and investment advice on a fee-only basis to private investors. Our clients are primarily successful individuals and families - sometimes spanning multiple generations - who are wealthy enough to need a sophisticated partner to assist them with the primary goal of protecting and growing their capital over the long term.

Our clients choose us as their wealth partner either because they do not have the time, the skills or the inclination to manage the many facets of their personal wealth on a day-to-day basis, or because they want an experienced, reliable and trusted partner to guide them, and their other professional advisors, through the process. They rely on us to understand the fundamental questions that flow from their wealth and to provide the resources that will yield the best answers.

Our clients' success and peace of mind are essential to us, and we measure our success by our ability to consistently meet or exceed their expectations and goals, and by delivering them with the confidentiality and responsiveness that every investor deserves. This commitment and focus results in client relationships that are not only strong, but long - more often than not, lifelong.